How to create a customised role to approve and pay specific Contractor invoices

Article author
Temidayo Adebayo
  • Updated

With Custom Roles, company users can precisely control who approves and pays contractor invoices. To set this up:

1. Navigate to Admins and Permissions under Company in the left sidebar.

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2. Click Add New in the top right corner and select Role
3. Type a name and a brief description of the role.

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4.
Under Information Access, select:

    1. Everyone if you want this new role to be able to approve all contractor invoices.
    2. Direct reports only if you want this new role to approve specific contractors' invoices.

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5. Scroll down to Permissions and click on Contractors. To allow this role to approve and pay contractor invoices, View and Edit permissions need to be checked for Contractor Invoices.

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6. Select any other applicable/relevant permissions - e.g. if you want this role to be able to schedule invoices on behalf of contractors, check View and Edit permissions for Scheduled Invoices.

See also: How to Assign Direct Reports and Control Which Contractor Invoices Managers Can Approve

7. Click Manage members at the bottom of the page to add users who should have the above permissions to this role.

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